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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479 | $165,381-99.7% | $149,730-99.7% | $158,966-99.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.47% | 348.29%-337.8pp | 276.70%-266.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $631 | $5,104-87.6% | $4,645-86.4% | $4,762-86.8% |
| Participant deferral / active EE | $3,383 | $7,182-52.9% | $6,843-50.6% | $5,983-43.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |